Templates, presets, and dotphrases

Two different kinds of shortcut. A template is a case you log again and again; a phrase is a paragraph you type again and again.

1. 1

   A template is a case dossier, not just a form preset

   Settings → Case templates. Each row carries the shape of the case, its prep notes, and the attending preferences filed under that case type — so opening a template gives you the case and everything you have learned about doing it.

2. 2

   Make one from a case you are already looking at

   “Add a template” on the Log tab starts from what is in front of you, which is when you actually know what the template should contain.

3. 3

   Reorder, hide, or remove

   The chevrons reorder the list. A starter template you do not use can be hidden rather than deleted — it dims, and swipes back to Unhide if you want it later.

4. 4

   Swipe a row to share it

   Sharing sends the case shape, the prep notes and the attending notes to a co-resident as one file, with identifiers stripped before it leaves.

5. 5

   Dotphrases for anything you type twice

   The Phrases manager sits beside your templates. A phrase has a trigger you type (“.pmhcards”), a label, and a body. Put *** wherever the wording changes and the cursor jumps from blank to blank as you fill it in.

   The reusable wording goes in the body; the part that changes goes in a ***. Nothing patient-specific belongs in a saved phrase — a phrase is stored, a *** is not.